Skip to main content

Email Formatting
Email Formatting
  • Click "Follow" to always stay posted. ↗️
  • Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
  • Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
1 question
59 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

It would be great if pipedrive would enable an API for injecting signatures.

Currently the only option is to copy paste signatures, it is very painful way to use, it adds borders around tables automatically and changes the template.

Using API we could inject the HTML directly and bypass the bordering issues.

It also means that customers can build integration tools to update signatures automatically without having to visit each time the signature window and copy paste it when changed.

Schriftart eMail-Felder

Welche Schriftart haben die einzufügenden eMail-Felder?
Kann ich diese verändern und wenn ja, wo?
Wenn nein, wie kann ich den eMail-Text darauf abstimmen?
Danke für eure Rückmeldungen.

[Feature request] Additional fields in Email templates and Workflow automation Send email action


it would be great to have a few additional fields for inserting in email templates. For the start:

  1. The ID of the Deal - could be for example used in the subject line of an e-mail;
  2. The URL (link) to the deal - so it can be inserted as a link.

There are already a lot more (than in Email templates) fields available in the "Workflow automation" -> "Send email" action, so this shouldn't be hard to implement, but in both places (Email templates and Workflow automation Send Email) the Deal URL is missing as a clickable link.

It would be great to have this in both places because in the Send email action (Workflow automation) when I try to use the prefix "" together with the field [Deal ID] the sent email will not have a clickable link containg the [Deal ID] part, only the "" part is clickable, which makes no sense.


Email broadcasts: How can you make them effective?

Here are 9 things to keep in mind to create an effective email strategy (click here for an in-depth guide to email broadcasts as well as 9 examples to draw inspiration from).

1. Build an organic email list

You should only send your email broadcast to those who have opted-in. This way, you’ll target those who are interested in your content and avoid compliance issues

2. Segment your email list

Organize subscribers into smaller lists based on characteristics that help define what products, services or messaging will interest them.

3. Identify your goals

Nail down your goals before you proceed. Do you want people to click through to your site, subscribe to your service or order products?

4. Send your email at the right time

Studies suggest that Tuesday at 10:00 a.m. is the ideal time. Pipedrive can schedule your emails to arrive at specific times, including in different timezones.

5. Balance the frequency

Sending too many broadcast emails will hurt your deliverability. Landing at the right frequency will lead to increased open rates and conversions.

6. Track performance and adjust strategy

Use A/B testing to check which design or copy works best for your audience and optimize accordingly.

7. Get the tone right

Write different emails for different segments. 18 to 25 year-olds will respond differently to 45 to 55 year-olds.

8. Have a catchy subject line

Your subject line should draw people’s attention. Use the sense of urgency and the fear of missing out to draw... (More)